Add a Document

How to Add a Document

1. Sign in to your "Workmax" account with a manager or admin account.
2. Go to the "People" section.
3. Select the employee you want to add a document to.
4. Click on the "Documents" tab.
5. Click on the "Add Document" button.
6. Enter the document details:
   • Name - The name of the document.
   • Category - The category of the document.
   • Description - A brief description of the document.
   • Attachment - Upload the document file.
7. Click on the "Save" button.

Workmax will now add the document to the employee's profile. If you have any questions or need help, please contact Workmax Support.